Tracking form analytics
This new feature enhances the response tracking system for individual forms. With this new update, you can effortlessly monitor the number of responses your forms
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Form Management and Settings
All information about Form Management and Settings
Mark Form as Favorite and Filters
Now you can mark a form as favorite and filter all your favorite forms from the form list. Â Note: This feature will work separately
New UI and New Sections in Form Settings
The form setting user screen has changed. Previously a dialogue box would open on the right side of the screen. But now, a new page
Remove shared form handling similar to email templates
With this update, when a user shares a form with other agents, those agents now have the ability to remove the form from their accounts
Share and Unshare Forms
You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to
Share Form with Read/Write access
Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read
Sorting in Form
Now you can sort the forms by Form Name. Â To view the enhancement: Navigate to Forms Click on the sort sign next to the
Create Custom Forms
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
